Jeff joined Merriman in 2018 and comes from a background in healthcare research at Swedish Medical Center and the Ohio State University Medical Center. He earned his undergraduate degree in Psychology and a Master of Applied Clinical and Preclinical Research at The Ohio State University. Now that he has finished his graduate coursework, Jeff is completing the CERTIFIED FINANCIAL PLANNER™ program.
Jeff worked on clinical trials researching new drugs before pursuing his passion in finance. He emphasizes creating tailored solutions to financial planning for clients and evaluating the best potential strategies.
“My curiosity for the technical side of finance drew me from healthcare research to financial planning mid-career, and I leverage my background in clinical trials and analysis to implement the academic side of investing. I enjoy finding unique solutions and efficiencies to streamline our clients’ financial lives. While I use my technical skill set every day, it’s my ability to enrich and support families that’s the most fulfilling part of my role as an advisor.”
With the new SECURE Act in place, who should consider changes to their estate plan?
It’s important to consider every option for saving on taxes and setting aside a larger nest egg for retirement. Contributing to the usual bevy of IRAs and 401(k) might not be enough to see you through your golden years.
Everyone thinks about saving for retirement, and not many people want to work forever. However, have you thought about the best way to save for the future? If you are setting aside the yearly max in your 401(k) and channeling extra savings to your brokerage, you might be missing out on powerful tax-advantaged saving opportunities.